Reporting Analyst

Essential Functions

• Serve as a dependable reporting and analytics resource within a service-oriented department, supporting multiple business areas across the bank.
• Apply analytical thinking and sound judgment when working with banking and financial data to ensure outputs are accurate, consistent, timely, and reliable.
• Demonstrate strong written and verbal communication skills to gather and clarify requirements, collaborate with teammates, incorporate feedback, and communicate effectively with business and technical partners.
• Navigate a regulated environment with an understanding of data controls, validation expectations, and the importance of trusted information.
• Work effectively both independently and collaboratively, taking ownership of assigned deliverables while contributing as part of a shared service team.
• Adeptly adapt to changes in tools, processes, and business requirements while maintaining consistent delivery and quality.
• Support a culture of clarity, transparency, and professionalism in reporting and stakeholder interactions.

KEY RESPONSIBILITIES

• Develop, maintain, and enhance dashboards and reports using Power BI and Excel, with a focus on financial and banking metrics.
• Work with loan, deposit, portfolio, and operational data to support recurring and ad-hoc and cross-functional reporting needs.
• Perform data validation and reconciliation to ensure reporting accuracy and alignment with source systems and reporting standards.
• Partner with stakeholders across the bank (e.g., finance, portfolio management, compliance, risk, IT) to gather, clarify and refine reporting requirements.
• Translate business questions into clear calculations, visuals, and narratives that support decision-making.
• Present insights and findings clearly and professionally in meetings, emails, and written documentation.
• Create and maintain reporting documentation, including business rules, definitions, assumptions, and process notes.
• Help ensure consistent reporting practices that scale across multiple business areas within the enterprise.

REQUIREMENTS

• 4+ years of experience in reporting, analytics, or business intelligence, preferably within banking or financial services.
• Demonstrated experience working with financial data such as loans, deposits, balances, portfolios or transaction-level data.
• Strong written and verbal communication skills, with the ability to engage stakeholders, gather requirements, explain data logic, and incorporate feedback.
• Proficiency in Microsoft Excel; solid experience with Power BI or similar BI applications.
• Strong attention to detail and understanding of data accuracy, controls, and expectations in a regulated environment.
• Demonstrated adaptability and comfort working in an evolving environment with changing priorities and tools.
• Experience creating clear documentation such as requirements, report definitions, metrics, or process descriptions.
• Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field.

NICE TO HAVES (Or Things You'll Get To Learn)

• Exposure to data modeling or predictive analytics concepts.
• Experience with cloud-based reporting platforms or data integration tools.
• Familiarity with agile methodologies and collaborative development environments.

Pay

The salary range for the Reporting Analyst is $70,000 to $100,000 per year.